5 steps for a successful salesforce support implementation
TRANSCRIPT
It doesn’t matter what approach you adopt while
implementing Salesforce support in your company,
but the most crucial aspects are planning,
commitment and a strong support from the
company’s executive team.
Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business
Objectives
Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business
Objectives
Step 4: Training and support
Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business
Objectives
Step 4: Training and support
Step 5: Review
and improve
In this step you align the vision, mission and objectives of the
company and the objectives of your CRM strategy with the Salesforce
support strategy. It’s easier to sail through this step by answering a
series of questions such as:
What are your key CRM objectives?
How important is Salesforce support to your organisation?
Is it possible to outsource the support module to someone
having more experience in handling Salesforce.com support?
Whether doing it in-house be more cost-effective than hiring
an SFDC support partner?
Salesforce support requires high levels of expertise and thus
having access to a great support team is a crucial aspect in
any Salesforce support strategy.
Alternatively, you can partner with a professional support
provider such as Intelligentia.
In case you opt for an external vendor, you will need to compare
the different options on the basis of their strengths and
capabilities. It’s always a good idea to go for a vendor whose
strength areas complement your business requirements.
Lesser time required to reach the breakeven point
Experience in dealing with successful implementation and
handling
Credentials can be verified by client testimonials and
customer success metrics of the vendor
Scaling up/down as per the needs of the business
Expertise in the product/industry along with a proactive
interest in your business
This is how choosing a partner proves much more beneficial than
setting it up all by yourself:
Define your vision and communicating it to the partner.
You have probably already figured out what your business
objectives are and the same need to be communicated
unambiguously to the support vendor.
It will ensure that both the parties are on the same page
regarding what they’re trying to achieve by working together.
The success or failure of the system depends on the end
users’ adoption.
Proper training along with documented processes should be
provided so that the process of implementation goes
smoothly.
Getting a buy-in from the end-users will also greatly enhance
your chances of success.
At every step of the SFDC support implementation cycle, one
should monitor the progress made and take necessary steps
to improve the execution process.
An efficient support provider will help you in identifying the
gaps in the execution cycle as well as give recommendations
in order to make improvements.
The above points ensure that the process
of Salesforce support implementation goes smooth
and is not an unnecessary drain on your resources.
Building an efficient support system and ensuring
its uninterrupted functioning goes a long way in
ensuring business success.
Read more on Salesforce:
1. Salesforce For Forecasting, Productivity And Win Rates
2. 8 Most Underlying Aspects That Differentiate Salesforce From Other CRMs
3. Understanding The Basics Of Salesforce
Thank you for Reading!
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